CAI
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Capital Advisors Inc’s United Parcel Service UPS Stock Holding History

Capital Advisors Inc’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Sell
4,505
-63
-1% -$6.55K 0.01% 239
2026
Q1 		$449K Buy
4,568
+1,061
+30% +$114K 0.01% 237
2025
Q4 		$348K Sell
3,507
-504
-13% -$47.1K 0.01% 248
2025
Q3 		$335K Sell
4,011
-72
-2% -$6.52K 0.01% 243
2025
Q2 		$412K Sell
4,083
-2,624
-39% -$258K 0.01% 218
2025
Q1 		$738K Buy
6,707
+93
+1% +$11.1K 0.01% 163
2024
Q4 		$834K Sell
6,614
-2,592
-28% -$341K 0.02% 151
2024
Q3 		$1.26M Sell
9,206
-339
-4% -$44.5K 0.03% 135
2024
Q2 		$1.31M Sell
9,545
-542
-5% -$77.6K 0.03% 134
2024
Q1 		$1.5M Sell
10,087
-27,638
-73% -$4.2M 0.03% 135
2023
Q4 		$5.93M Buy
+37,725
New +$5.7M 0.13% 100
2023
Q3 		– Sell
-1,282
Closed -$230K – 281
2023
Q2 		$230K Sell
1,282
-160
-11% -$28.4K 0.01% 246
2023
Q1 		$280K Sell
1,442
-24
-2% -$4.4K 0.01% 218
2022
Q4 		$255K Buy
+1,466
New +$254K 0.01% 229
2022
Q1 		– Sell
-1,045
Closed -$224K – 279
2021
Q4 		$224K Buy
+1,045
New +$213K 0.01% 230
2021
Q2 		– Sell
-122,322
Closed -$20.8M – 253
2021
Q1 		$20.8M Buy
122,322
+3,083
+3% +$499K 0.68% 61
2020
Q4 		$20.1M Sell
119,239
-59,803
-33% -$10.1M 0.72% 58
2020
Q3 		$29.8M Sell
179,042
-97
-0.1% -$14.1K 1.21% 20
2020
Q2 		$26.1M Buy
+179,139
New +$17.9M 1.08% 28

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Capital Advisors Inc's UPS Position: Q2 2026 in Review

Capital Advisors Inc reduced its United Parcel Service (UPS) stake by 1.4% in Q2 2026, selling an estimated $6.55K and leaving 4,505 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #239.

Capital Advisors Inc first reported a position in UPS in Q2 2020 and has held it in 19 quarters since. The position peaked at $29.8M in Q3 2020. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Capital Advisors Inc held 4,505 shares of United Parcel Service worth $484K as of Q2 2026.
  • Capital Advisors Inc sold 63 United Parcel Service shares in Q2 2026, an estimated $6.55K.
  • United Parcel Service made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #239 holding.
  • Capital Advisors Inc first reported a position in United Parcel Service in Q2 2020 and has held it in 19 quarters since.
  • Capital Advisors Inc's United Parcel Service position peaked at $29.8M in Q3 2020.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.